UFG

United Fire Group Portfolio holdings

AUM $55M
1-Year Est. Return 6%
This Quarter Est. Return
1 Year Est. Return
+6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$2.59M
3
+$2.5M
4
V icon
Visa
V
+$2.45M
5
UNP icon
Union Pacific
UNP
+$1.96M

Top Sells

1
+$4.25M
2
+$2.24M
3
+$1.86M
4
NKE icon
Nike
NKE
+$1.45M

Sector Composition

1 Financials 22.93%
2 Healthcare 14.45%
3 Industrials 12.66%
4 Consumer Staples 10.27%
5 Technology 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.45M 4.72%
57,736
2
$9.45M 4.72%
80,000
-36,000
3
$8.96M 4.47%
150,675
4
$8.39M 4.19%
60,000
-16,000
5
$6.45M 3.22%
66,056
6
$6.34M 3.17%
22,500
7
$6.2M 3.1%
133,500
+18,000
8
$6.14M 3.06%
38,000
9
$5.94M 2.97%
28,000
10
$5.94M 2.97%
140,000
11
$5.65M 2.82%
52,408
+24,000
12
$5.63M 2.81%
90,000
13
$5.37M 2.68%
47,018
14
$5.09M 2.54%
36,000
15
$5.03M 2.51%
15,000
16
$4.94M 2.47%
22,000
17
$4.72M 2.36%
87,434
18
$4.5M 2.25%
220,658
19
$4.48M 2.24%
80,000
20
$4.41M 2.2%
22,500
+10,000
21
$4.36M 2.18%
30,000
-10,000
22
$4.09M 2.04%
95,000
23
$4.06M 2.03%
50,523
24
$3.9M 1.94%
+180,000
25
$3.54M 1.77%
55,175
1
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